Overview
Assets Under Management: $269 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 75
Average Client Assets: $4 million
Frequently Asked Questions
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136069), FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC is headquartered in NEW YORK, NY.
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC serves 75 high-net-worth clients according to their SEC filing dated March 06, 2024. View client details ↓
According to their SEC Form ADV, FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC manages $269 million in client assets according to their SEC filing dated March 06, 2024.
According to their SEC Form ADV, FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.69
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 188
Discretionary Accounts: 188
Regulatory Filings
CRD Number: 136069
Last Filing Date: 2024-03-06 00:00:00
Website: https://fieldsgottscho.com